Occasionally, there may be a need to cease using and existing supplier; even when there happens to be open POs on them.
We are looking to stop a valid supplier from being used for further procurement. Some sort of “status flag”. We have both Purchasing and Finance (AP). We may also need to report on “current inactive suppliers”.
Can anyone explain where to complete this activity, please?
Thanks very much.
There’s an “Expiration Date” on Supplier/Purchase/Misc Supplier Info which stops POs being raised. There’s an “Inactive Field” on Supplier/Invoice/General which stops invoices being processed.
This means you can stop new POs being raised whilst still being able to process invoices for previously raised/received POs.
(Don’t forget to update “Supplier for Purchase Part” records!)
As a default, these fields don’t appear on (overview) “Suppliers” screen but you could add these as custom fields thus being able to report by running a query where either of these fields is not null.
Linda
There’s an “Expiration Date” on Supplier/Purchase/Misc Supplier Info which stops POs being raised. There’s an “Inactive Field” on Supplier/Invoice/General which stops invoices being processed.
This means you can stop new POs being raised whilst still being able to process invoices for previously raised/received POs.
(Don’t forget to update “Supplier for Purchase Part” records!)
As a default, these fields don’t appear on (overview) “Suppliers” screen but you could add these as custom fields thus being able to report by running a query where either of these fields is not null.
Linda
Linda; thanks very much for your prompt and informative reply. Much appreciated! - Richard
You’re welcome!
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